Fiduciary Family Office LLC Reduces Position in Oracle Corporation $ORCL

Fiduciary Family Office LLC lessened its holdings in shares of Oracle Corporation (NYSE:ORCL) by 23.3% in the 4th quarter, Holdings Channel reports. The fund owned 12,292 shares of the enterprise software provider’s stock after selling 3,734 shares during the quarter. Oracle accounts for 0.7% of Fiduciary Family Office LLC’s holdings, making the stock its 22nd largest holding. Fiduciary Family Office LLC’s holdings in Oracle were worth $2,396,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the business. Peak Retirement Planning Inc. raised its stake in Oracle by 11.6% during the fourth quarter. Peak Retirement Planning Inc. now owns 1,639 shares of the enterprise software provider’s stock worth $319,000 after purchasing an additional 170 shares during the period. Calton & Associates Inc. grew its stake in shares of Oracle by 102.7% in the 4th quarter. Calton & Associates Inc. now owns 4,872 shares of the enterprise software provider’s stock valued at $950,000 after buying an additional 2,469 shares during the period. Dynasty Wealth Management LLC grew its stake in shares of Oracle by 3.7% in the 4th quarter. Dynasty Wealth Management LLC now owns 23,311 shares of the enterprise software provider’s stock valued at $4,544,000 after buying an additional 823 shares during the period. Pincus Capital Management LP purchased a new stake in shares of Oracle in the 4th quarter valued at approximately $501,000. Finally, 3Chopt Investment Partners LLC grew its stake in shares of Oracle by 2.9% in the 4th quarter. 3Chopt Investment Partners LLC now owns 10,061 shares of the enterprise software provider’s stock valued at $1,961,000 after buying an additional 288 shares during the period. Hedge funds and other institutional investors own 42.44% of the company’s stock.

Oracle Stock Performance

NYSE:ORCL opened at $244.80 on Wednesday. The company has a debt-to-equity ratio of 3.66, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market capitalization of $704.05 billion, a P/E ratio of 43.95, a PEG ratio of 2.28 and a beta of 1.65. The company has a 50 day moving average price of $172.65 and a 200 day moving average price of $177.99. Oracle Corporation has a fifty-two week low of $134.57 and a fifty-two week high of $345.72.

Oracle (NYSE:ORCL) last posted its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping analysts’ consensus estimates of $1.71 by $0.08. The firm had revenue of $17.19 billion during the quarter, compared to analysts’ expectations of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the company posted $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Equities research analysts forecast that Oracle Corporation will post 6.08 EPS for the current year.

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Thursday, April 9th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.8%. Oracle’s dividend payout ratio (DPR) is presently 35.91%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on ORCL. Scotiabank reissued an “outperform” rating on shares of Oracle in a research note on Tuesday. Royal Bank Of Canada reissued a “sector perform” rating and issued a $160.00 price target on shares of Oracle in a research note on Wednesday, March 11th. Arete Research set a $255.00 price target on shares of Oracle and gave the company a “buy” rating in a research note on Thursday, May 7th. Monness Crespi & Hardt reissued a “hold” rating on shares of Oracle in a research note on Wednesday, March 11th. Finally, Piper Sandler dropped their price target on shares of Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Oracle currently has an average rating of “Moderate Buy” and a consensus price target of $263.62.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle got a fresh price-target boost from UBS to $285 and a buy rating, reflecting continued Wall Street confidence in upside ahead of next week’s earnings. Read More
• Positive Sentiment: Arm said Oracle is among the customers using its data center CPU chips, adding another signal that Oracle remains a key player in AI infrastructure buildout. Article
• Positive Sentiment: Oracle continues to benefit from enthusiasm around AI spending across hyperscalers, with investors viewing the company as a potential long-term winner in cloud and AI infrastructure. Article
• Neutral Sentiment: Oracle scheduled its fiscal fourth-quarter 2026 earnings release for June 10, which is keeping investors focused on the upcoming report and guidance. Article
• Neutral Sentiment: Several technical and market commentary pieces note the stock had surged sharply before pulling back, suggesting some routine profit-taking after the recent rally. Article
• Negative Sentiment: Investors are increasingly worried about Oracle’s AI infrastructure spending, especially after Alphabet’s large fundraising plan reignited concerns about the cost of competing in AI. Article
• Negative Sentiment: Barchart reported unusually heavy put option trading ahead of Oracle’s earnings, which may signal that some traders are positioning for downside or disappointment. Article
• Negative Sentiment: One Seeking Alpha note downgraded Oracle, arguing investors should focus on intrinsic value rather than speculation, which adds to the caution around the stock’s recent run. Article

Insider Buying and Selling at Oracle

In related news, EVP Stuart Levey sold 15,000 shares of the stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. This trade represents a 81.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 40.90% of the company’s stock.

Oracle Profile

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.